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Getting started with

Account Agents


Sell smarter to close faster. Salesloft's account research agent and buyer identification agent handle time-consuming account research and lead generation so you can focus on connecting and closing.

Read on to learn more about optimal setup and best practices for scaling revenue growth!

Setup

Update AI settings

To improve AI response quality, update the Company Summary in Artificial Intelligence settings. This will help contextualize your account research and inform generative AI emails.

1. Navigate to Settings and scroll down to the Data section.
2. Click Artificial Intelligence.
3. Click Edit in the Company Summary section.

Artificial Intelligence settings

ZoomInfo customers: connect integration

The buyer identification agent requires a ZoomInfo integration to recommend contacts not currently in your Salesloft instance. This integration is enabled separately from the standard "ZoomInfo" integration.

1. Navigate to Settings and click Integrations.
2. Click the Discover Apps tab, locate ZoomInfo - Recommended Buyers, and click Install. This will open a pop-up window that will prompt you to log in to ZoomInfo.
3. Log in with your ZoomInfo credentials.
4. Once you log in you will be redirected back to Salesloft and a success message will appear indicating that the integration was successful.

ZoomInfo Recommended Buyers

ZoomInfo login

Relevant Help Center articles

Review these resources to learn more about the account research and buyer identification agents.

See value - fast!

Use AI-generated email steps in cadences

Account research is always available on each account page, but did you know that it's also used to generate highly personalized emails for your cadences?

Let Salesloft handle the first draft by adding AI-generated emails steps to your cadences.

To get started, add an AI-generated email as the first step in your high-volume, outbound prospecting cadences. This is a great way to help reps efficiently engage prospects when speed and scale are critical.

Create AI-powered plays

Just like AI-generated email steps in cadences, AI emails in plays will reference account research when drafting your message. With the addition of no-code signals and new iPaaS integrations, this means you can use AI to craft the right message based on ANY buyer signal - AND reference deep account research to ensure your email packs a punch.

Here are a few of our favorite use cases:

  • Engage immediately when a prospect you're already working engages with your website, videos, or sales content (via partner integrations like Drift, Vidyard, Seismic, and Highspot)
  • 1:1 rep engagement before a customer event (via no-code signal)
  • Re-engage a customer champion if product usage dips (via no-code signal)
  • Meeting reminders and follow-ups - while the AI will heavily reference conversations data, enabling the account research agent makes these emails even more relevant!

AI emails for plays

Have a question?

Ask the community!

Learn more

10 Things to Love About Content Agents: AI Email Steps for Cadences & AI Emails for Plays

Hey Salesloft Champions,Brie Kriel here, Customer Success Manager at Salesloft! 👋🏼I’m thrilled to share some insights on one of Salesloft's latest and most exciting updates: Content Agents, which includes AI Email Steps for Cadences and AI Emails for Plays! As a Salesloft expert, I've been diving deep into these features, and there's so much to love. Here’s a breakdown of my top 10 things:Goal/Use Case:For all the Sales Leaders and Sellers out there, Content Agents is designed to help you engage with prospects more effectively and efficiently by leveraging AI to generate highly personalized email content. This means more meaningful conversations with less time spent crafting individual emails.Problem/Challenge:We all know that personalization is key to successful sales engagement. However, creating tailored messages for every prospect and interaction can be incredibly time-consuming, and it's hard to keep messages relevant and up-to-date.How Content Agents Helps Overcome This Challenge:Here are my top 10 reasons to love Content Agents:Saves You Time: AI generates email content for cadence email steps, freeing up your time to focus on other crucial parts of the sales process.   Increases Personalization: Content Agents uses AI to generate individualized email content for any signal, ensuring reps initiate meaningful conversations with deep context into the account and buying signal, at scale.   Dynamically Generated Content: Emails are generated in real-time, incorporating the most current context.   Easy to Use: The email configuration is similar to what you’re already used to in Cadences, making it a smooth transition.   Customizable: You have the power to review, refine, and edit AI-generated content or compose a message from scratch, ensuring the final message is perfect.   Improves Buyer Engagement: By sending highly personalized emails, you can significantly improve buyer engagement.   Enhances Follow-Ups: AI facilitates context-aware follow-ups and last-minute messaging adjustments.   Streamlines Plays: AI Emails for Plays generates individualized email content for any signal, streamlining your outreach.   Increases Efficiency: AI-generated content helps sales reps promptly follow up, improving deal velocity.   Uses Secure AI: Salesloft uses Microsoft Azure’s OpenAI for AI-generated email content, ensuring your data is handled securely.  Outcome:With Content Agents, you can improve buyer engagement by sending highly personalized emails, scale your outreach efficiently, and ultimately drive better results.I'm excited to hear how you and your teams are planning to use Content Agents! What are your favorite features or any questions you have? Let's discuss! 

As a new AE, here's how I got started with my new accounts using the Account Research Agent 🔎 👀

Hey Champions! Bethany Emsick here from Salesloft! 💚📢 One week into my new role as an Account Executive, and what a fun shift it's been! The biggest change has been my operating mode, switching gears from a Sales Engineer asking "what do you need me to do?" to an Account Executive declaring "what am I going to do?".Stepping into this, I felt that exciting mix of enthusiasm and overwhelm. But I also felt confident, knowing I had a platform like Salesloft to help me cut through the noise and guide my way, saving hours of work.My first move with new accounts? Straight to Salesloft's Account Research Agent. 🔎 This AI-powered assistant instantly summarized past engagement and key account details, completing in minutes what would have historically taken me hours. It's like having a personal research analyst!It's truly rewarding to use the same powerful solution we bring to our customers every day. I’m curious to know your thoughts and experience with the Account Research Agent! How have you seen it transform your sales process? 

How these two AI agents are saving me 5+ hours per week as a seller

Hey Champions, Carmen Lanford here, Majors Account Executive at Salesloft 👋🏼 A few weeks ago I spent a few minutes demo-ing two of the AI Agents that are saving me 5hrs/week minimum. That's 5 more hours I can be helping customers, progressing deals, and spending my time doing what I'm supposed to be doing - selling. Here's how:1. Rhythm Account Prioritization - intelligently prioritizes not just tasks but ACCOUNTS I should focus on right now for best chances of conversion. AI uses various signals to prioritize, score, and recommend actions without me having to think about it or worse, guess.2. Account Research - all those hours I used to spend combing the web, reading articles, listening to podcasts, scanning earnings reports, reading notes, etc etc. just to get a few snippets to use in my communications are a thing of the past. The Account Research agent instantly serves up everything I need to know about an account, what's important, who to target, all on one page. Fed by external AND internal sources. Not only is this saving me time, it saves time for my SE, CSM, manager, and everyone else who quickly needs to come up to speed on an account. I LOVE IT. 👀 Want to see how I use these two agents?Watch the micro-webinar here!  Have you or your team tried either of these agents yet? Let me know your thoughts and experiences with them in the comments! 

An Account Research Agent Win: Leveraging a key financial insight to get the meeting booked!

Hey Champions! Turner Green, Salesloft Enterprise Account Executive, here! 👋🏼 I wanted to share a quick win I recently had with both our 🔍Account Research Agent and ✏️ AI Cadence Email Step Agent. A few weeks ago 6sense tossed a high-intent 6QA lead into Salesloft. In seconds, the AI Research Agent drafted a cold email for me, highlighting a key financial insight I would've spent ages digging for. Later that day, Salesloft then flagged high activity on the account’s receiving end (the email had been opened 13 times 👀), so I took a screenshot of the email analytics and sent it again through another email outreach. That led to me getting the meeting booked. Talk about less time researching, more time selling! I’m curious, have you tried using the Account Research Agent yet? Let me know of any wins you’ve seen yourself!  

Sideline Strategy of the Week: Using the Account Research Agent for High Quality Prospecting

Happy Wednesday, Champions! I’m here to share another Sideline Strategy of the Week video with you!  This week Cosmo Barran, Senior Commercial AE here at Salesloft, is here to talk to us about how he uses the Account Research Agent to ensure high quality prospecting.  Watch the ~4 minute video below and make sure to drop your questions for Cosmo in the comments!   Thanks, Champions! See you next Wednesday. 👋🏼 Have a topic you’d like to see us cover in the weeks ahead? Let us know below.   ​​​​​​       👀 Looking for continued learning?Using the Account Research Agent for high quality prospecting Giving reps time back in their day with the Account Research Agent Leveraging a key financial insight to get the meeting booked How these two AI agents are saving me 5+ hours per week as a seller As a new AE, here’s how I got started with my new accounts using the Account Research Agent Best Practices for Elevating AI Research Agents Unlocking insights with Custom Research Agents Understanding Account Research Agent in Salesloft

Unleash the Power of the Account Research Agent: Things to Love

Hey Champions!Ambar Estevez, Senior CSM here at Salesloft 💚I’m excited to share some insights on a game-changing Salesloft feature: the Account Research Agent. As a Salesloft expert, I’m always looking for ways to boost efficiency and drive better results for sales teams. This new tool is a total game-changer, and here are some things I love about it:Saves Time: Sales reps can save hours they used to spend on researching accounts. The Account Research Agent develops robust account briefs on demand. Improves Productivity: Teams can focus on high-value activities and increase productivity in pipeline generation and progression. Enhances Personalization: AI emails can reference account research to personalize each engagement. Provides Actionable Insights: The Account Research Agent doesn't just provide data; it suggests multiple sales angles and talking points. Streamlines Workflow: By integrating research directly into the prospecting workflow, Salesloft eliminates the need for reps to juggle multiple tools and sources. Increases Win Rates: Initial results show a significant uplift to win rates. Keeps Account Plans Relevant: The Account Research Agent helps keep account plans up-to-date by automatically analyzing company information. In short, the Account Research Agent empowers sellers to work smarter, not harder. It’s about making every interaction count and driving real results.I’m curious to hear your thoughts! How do you see the Account Research Agent impacting your sales process? What are your favorite features?

Sideline Strategy of the Week: Giving reps time back in their day with the Account Research Agent

Hey Champions!  Welcome to another Sideline Strategy of the Week! ⭐️ This week Rob Valdez, Senior CSM here at Salesloft, is back to talk about one of Salesloft’s NEWEST agents: The Account Research Agent. ​@Salesloft_Rob walks through how the Account Research Agent gives reps time back in their day while still being able to: Personalize their outreach 📧 Prioritize leads effectively 📝 Have more quality sales conversations 🗣️ Watch ~6 minute video below and drop your questions (or excitement) in the comments!   Thanks for watching! We’ll see you next Wednesday! 👋🏼 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!         👀 Looking for continued learning? Check out these resourcesUsing the Account Research Agent for High Quality Prospecting Leveraging a key financial insight to get the meeting booked How these two agents are saving me 5+ hours per week as as seller As a new AE, here’s how I got started with my new accounts using the Account Research Agent Power Plays: Accelerate deal velocity with Account Planning agents Unlocking insights with Custom Research Agents Understanding Account Research Agent in Salesloft Unleash the Power of the Account Research Agent

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